According to The Kobeissi Letter, gold funds experienced a record net inflow of approximately $8 billion three weeks ago, pushing the four-week moving average of inflows to an all-time high of $4 billion (source: The Kobeissi Letter, May 5, 2025). This surge in capital reflects a robust flight to safety trend, indicating heightened investor demand for gold as a hedge against market uncertainty. Traders should note that this unprecedented inflow level could further drive gold prices upward and may signal sustained bullish sentiment in safe-haven assets.

According to The Kobeissi Letter, gold funds experienced a record net inflow of approximately $8 billion three weeks ago, driving the 4-week moving average of inflows to an all-time high of $4 billion. This surge in capital suggests unprecedented demand for gold as a safe-haven asset, indicating strong bullish sentiment in the gold market and potential trading opportunities for both short-term momentum traders and long-term investors (source: The Kobeissi Letter, May 5, 2025).

According to The Kobeissi Letter, US Treasury funds received a record $19 billion in net inflows last week, surpassing the previous high of $14 billion during the 2020 pandemic (source: @KobeissiLetter, April 26, 2025). The 4-week moving average now stands at $7 billion, the highest since March 2023. This surge in demand for US Treasuries signals increased investor preference for safe-haven assets, potentially putting downward pressure on bond yields. For crypto traders, this shift may indicate reduced risk appetite in traditional markets, which historically correlates with short-term volatility in Bitcoin and altcoins as capital temporarily flows out of risk assets (source: @KobeissiLetter).

According to @psarofagis, there is a significant increase in inflows into leveraged long ETFs alongside cash and gold ETFs, indicating a dual strategy by investors to both buy the dip and hedge against potential downturns. This movement suggests a complex trading environment where traders are actively seeking to maximize returns while managing risk. The influx into these ETFs highlights a strategic approach to current market conditions, with investors employing both aggressive and defensive tactics to navigate volatility.

According to The Kobeissi Letter, global leveraged equity funds recently attracted a record $14 billion in net inflows, nearly tripling the previous peak seen during the 2020 pandemic. This surge indicates a historically high appetite for leverage, with US leveraged long ETFs alone witnessing a record $6.6 billion in inflows last week. Such movements are critical for traders as they may suggest increased market optimism and potential volatility. Investors might consider these trends when making trading decisions, especially in the context of leveraged products which can amplify both gains and losses.

According to The Kobeissi Letter, global leveraged equity funds attracted an unprecedented $14 billion in net inflows two weeks ago, marking nearly triple the previous record set during the 2020 pandemic. Such significant inflows highlight a robust appetite for leverage among investors, with US leveraged long ETFs alone witnessing $6.6 billion last week. Traders should note this trend as it indicates heightened market confidence and potential volatility in leveraged assets.

According to The Kobeissi Letter, investors have poured a record $8 billion into gold funds last week, doubling the previous record set during the 2020 pandemic. This surge has pushed the 4-week moving average to approximately $4 billion, indicating a strong market shift towards gold as a safe-haven asset. Traders should consider the implications of this trend on other assets and potential opportunities in gold-related markets.

According to The Kobeissi Letter, investors are increasingly turning to gold funds, with a record ~$8 billion in net inflows last week, doubling the previous high during the 2020 pandemic. The 4-week moving average of inflows has surged to approximately $4 billion. This trend suggests a significant shift in investor sentiment towards gold as a safe-haven asset amidst current market uncertainties.

According to The Kobeissi Letter, a record $448+ billion flowed into US stocks in 2024, highlighting the continued investment opportunities as big tech's dominance has increased. Over the past two years, market dips have been seen as buying opportunities, and retail investors are expected to continue this trend amidst ongoing trade wars and AI disruptions.